Joshua Gallman
Investment adviser representative at Wealth Intelligently Navigated, LLC
16 yearsExperience
1 stateRegistered in
$532.9MFirm assets
Under 1 yearFirm in business
Are you Joshua Gallman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Wealth Intelligently Navigated, LLCOct 2025 to now
- Unclaimed FurnitureMar 2018 to Oct 2025
- Self EmployedJun 2010 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
Wealth Intelligently Navigated, LLC
$532.9MAssets managed
408Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8315523
- Firm CRD
- 340998